Wealth Relation Managers

4 days ago

bangalore, India leading Securities Comapany Full time

Dear Applicants,

We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location.
Interested candidate preferable for this role.Kindly share your profile on associate2@jobsnavigator.co.in

About the job

Role Description
This is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD /BANGALORE/CHENNAI/MUMBAI The Sr Client Partner will be responsible for managing the portfolio of clients, developing customized financial plans, managing investment portfolios, advising clients on strategies to achieve their financial goals, and managing relationships with clients.

Candidates from Broking firm / Securities / Private banking group can apply for same.They should have their own AUM size of 150cr.minimum

Responsibilities

:- Acquiring new clients and investments & maintaining relationships with client. interact directly with clients, reviewing their portfolios, giving regular updates, resolving their queries etc.
:- Create plans to address clients business needs
:- Advise clients on creating profitable processes.
:- Schedule regular meetings in view to get new business as per the clients requirements. Ensure with customers as they are fully satisfied.
:- Act as point of contact for complaints and escalate issues as appropriate.
Qualifications
Bachelor's degree or higher in Finance, Business Administration, Economics or related fields
Minimum of 8 years of relevant experience in financial services, wealth management, or investment advisory services
Strong knowledge of financial products and services including mutual funds, stocks, bonds, and insurance products
Proven experience in managing and growing client relationships
Demonstrated ability to provide sound investment advice based on market and economic trends
Excellent communication, negotiation, and customer service skills

Best Regards,

Farheen
Talent Acquisition | JOBSNAVIGATOR

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